Mutual fund
Pax Ellevate Global Women’s Leadership Fund
TickerPXWIXMember of USSIFsocially responsible
Fund manager
Pax World
Gender equality score
Gender equality score

58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
99
percentile

Universe: Groups

Group: International Equity Funds

Ranking: 12 out of 1,150 funds


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Gender balance in leadership and workforce
Gender balance in leadership and workforce
30/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - The Pax Ellevate Global Women's Index Fund invests in the highest rated companies in the world in advancing women's leadership, as rated by Impax Gender Analytics. Companies are ranked on multiple criteria of gender leadership, including: the representation of women on their board of directors, the representation of women in company management, woman CFO, woman CEO and whether the company is a signatory to the Women's Empowerment Principles . Across all of our Funds, Pax World also engages certain companies on diversity issues through our various shareholder advocacy initiatives, including proxy voting, shareholder resolutions, direct management dialogues and public policy initiatives, among others.  More
US-SIF member fund managers: want to update your statement?  Contact us
Top scoring holdings
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. GPT Group
    0.02% of assets
    $157,736 invested
  • 2. Medibank Private Ltd
    0.03% of assets
    $197,894 invested
  • 3. Yara International ASA
    0.25% of assets
    $1.8M invested
  • 4. DNB Bank ASA
    0.07% of assets
    $484,087 invested
  • 5. Mirvac Group
    0.02% of assets
    $158,538 invested
  • 6. Westpac Banking Corp
    0.2% of assets
    $1.41M invested
  • 7. L'Oreal SA
    0.34% of assets
    $2.38M invested
  • 8. Canadian Imperial Bank of Commerce
    1.03% of assets
    $7.3M invested
  • 9. Procter & Gamble Co
    1.88% of assets
    $13.28M invested
  • 10. Cummins Inc
    0.13% of assets
    $916,406 invested
Bottom scoring holdings
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
  • 1. Upstart Holdings Inc Ordinary Shares
    <0.01% of assets
    $47,713 invested
  • 2. Heineken Holding NV
    0.04% of assets
    $255,008 invested
  • 3. Peloton Interactive Inc
    <0.01% of assets
    $70,118 invested
  • 4. Otis Worldwide Corp Ordinary Shares
    0.12% of assets
    $849,880 invested
  • 5. Lundin Mining Corp
    0.01% of assets
    $104,719 invested
  • 6. Unity Software Inc Ordinary Shares
    0.03% of assets
    $223,275 invested
  • 7. Onex Corporation Shs Subord.Voting
    0.01% of assets
    $103,479 invested
  • 8. F5 Inc
    0.04% of assets
    $279,474 invested
  • 9. Loblaw Companies Ltd
    0.06% of assets
    $401,935 invested
  • 10. Fair Isaac Corp
    0.05% of assets
    $356,801 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on PXWIX at Morningstar.com
Gender Equality and Returns
Returns chart for Pax Ellevate Global Women’s Leadership Fund
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
Current fund
PXWIX
Pax Ellevate Global Women’s Leadership Fund
Family
Pax World
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.2% more  in annualized returns
Higher overall gender equality score 
8 / 100 points higher
Higher gender balance in leadership and workforce score 
5 / 40 points higher
Higher equal compensation and work life balance score 
2 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PXWIX
Pax Ellevate Global Women’s Leadership Fund
Family
Pax World
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.2% more  in annualized returns
Higher overall gender equality score 
8 / 100 points higher
Higher gender balance in leadership and workforce score 
5 / 40 points higher
Higher equal compensation and work life balance score 
2 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
PXWIX
Pax Ellevate Global Women’s Leadership Fund
Family
Pax World
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/22
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.2% more  in annualized returns
Higher overall gender equality score 
8 / 100 points higher
Higher gender balance in leadership and workforce score 
5 / 40 points higher
Higher equal compensation and work life balance score 
2 / 30 points higher
Higher policies promoting gender equality score 
1 / 20 points higher
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
PXWIX - Pax Ellevate Global Women’s Leadership Fund
-22.19%
3.52%
4.99%
8.34%
58  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
-19.94%
4.85%
5.35%
8.14%
50  / 100 points
Fund compared to benchmark
 
-2.25%
-1.33%
-0.36%
0.2%
8  / 100 points higher
Find more financial data on PXWIX at Morningstar.com
What's next?
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